TNL

Travel + Leisure Co.

Consumer Cyclical · $3.9B market cap

Verdict

Share price

$62.92

close of Oct 3, 2026

Fair value

$63.69

Sticker Price

Payback Price

$25.48

buy price

Fairly Valued

TNL is Fairly Valued: at $62.92 it's within 1% of its fair value of $63.69. Its buy price (Payback Price) is $25.48, 60% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-0.0% a year✗
Equity per share growth-8.8% a year✗
Sales growth-0.5% a year✗
Free cash flow growth-3.6% a year✗
Return on invested capital12.1%✓

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Superinvestors

None of the investors we track holds TNL right now. In Q2 2026, 1 sold out. Who we track

Moves in Q2 2026

Sold out: Lee Ainslie

Insider activity

Since Jun 16, 2026: no open-market purchases, 8 sales worth $13.6M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Travel + Leisure Co.

Travel + Leisure Co. functions as a global hospitality enterprise, delivering a diverse range of services and products through its two primary divisions: Vacation Ownership and Travel & Membership. The Vacation Ownership segment focuses on the development, marketing, and sale of fractional vacation ownership interests (VOIs) directly to individual consumers. This division also provides consumer financing for these…

Travel Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works